Latest / The Paul Barron Crypto Show / Crypto Liquidity Roaring Back Soon?🚀Market Update

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Crypto Liquidity Roaring Back Soon?🚀Market Update · The Paul Barron Crypto Show

• 0:00
  Speaker 1: There's a tsunami coming in on crypto. It could be
• 0:02
  Speaker 1: the thing we've been waiting for. Let's just jump right
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• 0:41
  Speaker 1: let's get into a lot of topics today.
• 0:43
  Speaker 2: It is a.
• 0:44
  Speaker 1: Brand new year and a lot happening in the markets already.
• 0:48
  Speaker 1: Some of the things that you have to look at
• 0:50
  Speaker 1: is of course the Fed's balance sheet. Let me kind
• 0:52
  Speaker 1: of zoom in on that for you guys. It serves
• 0:54
  Speaker 1: twenty four point four billion during the last week of
• 0:57
  Speaker 1: December this of course, is posting the biggest jump since
• 1:00
  Speaker 1: March of twenty twenty three's banking crisis, continuation of more
• 1:05
  Speaker 1: money going into the FED balance sheet. Are we getting
• 1:07
  Speaker 1: more stealth q E. This is the question that everybody's asking.
• 1:13
  Speaker 1: Look at what's happening right now with crypto fear and greed.
• 1:16
  Speaker 1: This is a good one because it's starting to come
• 1:18
  Speaker 1: off of that bottom where we were, and that was
• 1:20
  Speaker 1: at ten. Guys, remember when we were at ten on
• 1:24
  Speaker 1: November twenty second. Well, we have climbed up to thirty four,
• 1:27
  Speaker 1: holding still in the fear position, and this is as
• 1:32
  Speaker 1: of January tewod we record this. I think we are
• 1:34
  Speaker 1: in for an early pump in the market now. There's
• 1:37
  Speaker 1: a lot of factors that play into this. There's many
• 1:39
  Speaker 1: things that are going to be layering into us, both
• 1:42
  Speaker 1: from regulatory scenarios, the different kinds of projects are going
• 1:45
  Speaker 1: to be pumping this year. How AI is going to play.
• 1:48
  Speaker 1: We're going to break it all down for you. Just
• 1:50
  Speaker 1: as a reminder, if you're not in our or subscribe
• 1:53
  Speaker 1: to the channel, make sure and do that right now,
• 1:55
  Speaker 1: because we do these live streams. We'll have the c meeting,
• 1:58
  Speaker 1: all that good stuff as well. But bitcoin ETFs are
• 2:01
  Speaker 1: suffering its historic loss and if you look at this,
• 2:05
  Speaker 1: the largest bitcoin ETF that's IBID two hundred and forty four.
• 2:08
  Speaker 2: Million down in net outflows.
• 2:10
  Speaker 1: So that was last week, second consecutive weekly withdrawal, and
• 2:13
  Speaker 1: then now they've experienced outflows in eight of the ten
• 2:17
  Speaker 1: last ten weeks. So more and more moving into or
• 2:22
  Speaker 1: out of some of these ETFs, And of course we've
• 2:24
  Speaker 1: seen some of the other ETFs that have started to
• 2:26
  Speaker 1: really fly, and of course that's been a combination of
• 2:29
  Speaker 1: everything that's been out there, including Ethereum, Solana, XRP, et cetera.
• 2:34
  Speaker 1: Some of the interesting trems To note right here, this
• 2:38
  Speaker 1: is what Blackrock, coinbase and other market makers and market
• 2:42
  Speaker 1: experts are claiming could happen this year, most of which
• 2:47
  Speaker 1: I agree with. Adoption on stable coin. This is a
• 2:50
  Speaker 1: big one coming in from Blackrock. It's a risk of
• 2:52
  Speaker 1: domestic currencies and emerging markets will decline. I think that's
• 2:56
  Speaker 1: the one concern which is kind of that Trojan Hearst
• 2:59
  Speaker 1: horse you do see stable coins really take off, some
• 3:03
  Speaker 1: of these emerging markets could try to get into defense mode,
• 3:07
  Speaker 1: meaning protecting their fiat. This is something i've been analyzing
• 3:10
  Speaker 1: for a while. That's the only area which is where
• 3:13
  Speaker 1: they could put a lot of parameters that kind of
• 3:15
  Speaker 1: block stable coins. Like some countries have tried to block
• 3:17
  Speaker 1: social media, that's a possibility with stable coins. Coinbase says
• 3:21
  Speaker 1: artificial intelligence. This will be the catalyst for an economic boom.
• 3:26
  Speaker 1: We could see a lot happening around this, their investment research.
• 3:29
  Speaker 1: Remember they're governed to have stocks on coinbase as well,
• 3:32
  Speaker 1: so this will play into stock trading within the mag
• 3:35
  Speaker 1: seven and then you see a lot of assets gaining
• 3:40
  Speaker 1: favor also at the margin four again alternatives to the dollar,
• 3:45
  Speaker 1: and I think this is more around digital assets. This
• 3:47
  Speaker 1: is JP Morgan talking about this, which is interesting to
• 3:50
  Speaker 1: see this ANDRS and Horowitz coming in with AI agents.
• 3:55
  Speaker 1: This is another big factor we've talked about quite a
• 3:57
  Speaker 1: bit here on the show. They're flying. I would agree
• 3:59
  Speaker 1: with A agents as well. Stable coins over taking ach
• 4:03
  Speaker 1: one percent gonna happen, and this will change the way
• 4:07
  Speaker 1: the banking infrastructure is set up. I think this is
• 4:10
  Speaker 1: going to be one of the biggest narratives this year,
• 4:12
  Speaker 1: is regular businesses, regular people using stable coins going forward.
• 4:17
  Speaker 1: I want to go to a first clip here because
• 4:19
  Speaker 1: this is Coinbase talking about how confident they are on
• 4:23
  Speaker 1: what could happen when Congress comes back take a look.
• 4:28
  Speaker 3: So it's the kind of bill that, quite frankly, is
• 4:31
  Speaker 3: more foundational for the growth of crypto or any real
• 4:34
  Speaker 3: asset class, and so it should take a bit more time.
• 4:38
  Speaker 3: That being said, I am very confident it will come through.
• 4:43
  Speaker 3: And the reason very confident is the rest of the
• 4:45
  Speaker 3: world is moving forward, and I think what we saw
• 4:48
  Speaker 3: in twenty twenty four was this massive flight of talent,
• 4:53
  Speaker 3: of people, of intellectual capital, and of technology growth outside
• 4:57
  Speaker 3: of the US, and part of the rush to get
• 4:59
  Speaker 3: gene Is done was to stem that bleeding. And I
• 5:04
  Speaker 3: think once we get back in session and everyone can
• 5:07
  Speaker 3: take time to absorb what's happening, that same burning platform
• 5:12
  Speaker 3: will appear where we really don't want the US to
• 5:15
  Speaker 3: fall as behind as it's been on transformational technologies like
• 5:20
  Speaker 3: artificial intelligence and blockchain. And so I'm very, very confident
• 5:24
  Speaker 3: that once everyone gets a nice break from the holidays
• 5:27
  Speaker 3: and can get back to work, that that desire to
• 5:31
  Speaker 3: ensure that the US maintains parody and hopefully dominance in
• 5:34
  Speaker 3: these technologies will get around any confrontations or issues that
• 5:40
  Speaker 3: people are having over the minutia of that market structure bill.
• 5:44
  Speaker 1: All right, So a lot happening, of course over the
• 5:47
  Speaker 1: last couple of weeks, you know, from a political standpoint,
• 5:52
  Speaker 1: and I think we are going to continue to see
• 5:54
  Speaker 1: a little bit of pressure within politics in d C.
• 5:58
  Speaker 1: Two bills have to happen before Clarity gets in place,
• 6:02
  Speaker 1: so I haven't seen indicators yet, but I'm positively sure.
• 6:09
  Speaker 2: That I shouldn't say it that way, I'll say it
• 6:10
  Speaker 2: this way.
• 6:11
  Speaker 1: I'm optimistically skeptical as to whether or not this gets
• 6:15
  Speaker 1: done in January, so I'm going to be watching closely.
• 6:18
  Speaker 2: They've got a lot of work ahead.
• 6:19
  Speaker 1: Of them, some things that could shift the way investors
• 6:23
  Speaker 1: play this market. This year is really going to be
• 6:25
  Speaker 1: on the demographic side of things. This was an interview
• 6:28
  Speaker 1: that I did with Sandy Call and we were talking
• 6:31
  Speaker 1: about this from Franklin Templeton.
• 6:33
  Speaker 2: Listen to this clip.
• 6:35
  Speaker 4: I think the Clarity Act, if it gets passed and
• 6:37
  Speaker 4: when it gets past, is going to really open up
• 6:40
  Speaker 4: the digital channels even more because right now, you know,
• 6:44
  Speaker 4: there's still prohibitions about distributing traditional investment products through these channels.
• 6:49
  Speaker 4: Once you can start to get some traditional investment products
• 6:52
  Speaker 4: into this wallet based ecosystem, you start to diversify crypto
• 6:56
  Speaker 4: profits that many of these younger investors have built up
• 6:59
  Speaker 4: huge even more ability to build wealth for the long term.
• 7:05
  Speaker 1: Yeah, So as you can see there, the topic is
• 7:07
  Speaker 1: really that we are going to see a new cycle
• 7:10
  Speaker 1: of investor. Now could they show their head in twenty
• 7:13
  Speaker 1: twenty six, could they be coming into capital or could
• 7:17
  Speaker 1: they be making maybe their first major moves. That'll be
• 7:20
  Speaker 1: the question I think that everybody's going to be asking.
• 7:22
  Speaker 1: And remember all these ETFs launching more launching this week
• 7:26
  Speaker 1: as we've continuency bit wise pouring more ETFs into the market,
• 7:30
  Speaker 1: So that will be a factor to keep a close
• 7:32
  Speaker 1: eye on for sure. This was interesting over the week.
• 7:36
  Speaker 1: Hey Grock removed the worst crypto exchange from this image,
• 7:39
  Speaker 1: and of course you guys have probably been following it.
• 7:42
  Speaker 1: It removed Coinbase and then when you look at why
• 7:46
  Speaker 1: it said based on our reuser reviews reports from twenty
• 7:49
  Speaker 1: to twenty five to six common criticisms Coinbase higher trading fees.
• 7:53
  Speaker 1: So this was a problem that coinbase is going to
• 7:55
  Speaker 1: have to deal with if in fact all of this
• 7:57
  Speaker 1: continues on. Because there are some major market participants that
• 8:02
  Speaker 1: are putting pressure on coinbase right now, and one of them,
• 8:06
  Speaker 1: of course, is going to be Robinhood. Robinhood did a
• 8:09
  Speaker 1: lot during the holidays, including dropping a ton of gifts,
• 8:15
  Speaker 1: and that is in reference to digital assets. They did
• 8:17
  Speaker 1: sports car, luxury watch, there was quite a bit that
• 8:20
  Speaker 1: actually dropped into your account. So let me know in
• 8:23
  Speaker 1: the comments if any of you guys received any digital
• 8:25
  Speaker 1: assets or any of these gifts coming in from Robinhood.
• 8:28
  Speaker 1: I'm kind of curious because robin hood has really understood
• 8:31
  Speaker 1: one thing and that is the gamification of trading, and
• 8:36
  Speaker 1: now of course they're creating the benefit around the gamification
• 8:39
  Speaker 1: of blockchain and what most likely will be even token
• 8:42
  Speaker 1: ic stocks. There's just so much happening over there. And
• 8:45
  Speaker 1: let's not forget prediction markets as well. The other thing
• 8:48
  Speaker 1: that we have to kind of consider is the market
• 8:50
  Speaker 1: structure and what it's going to unlock for stable coins
• 8:54
  Speaker 1: but also for brands.
• 8:56
  Speaker 3: Take a look, and the example always give is Amazon.
• 9:00
  Speaker 3: So if you wake up tomorrow and you're told you
• 9:02
  Speaker 3: can only transact on an Amazon based token or stable
• 9:05
  Speaker 3: coin or some equivalent, and the friction associated with the
• 9:08
  Speaker 3: transaction is one penny meaning it's costs a dollar one
• 9:12
  Speaker 3: to get a dollar of Amazon stable coin. I ask
• 9:15
  Speaker 3: people in the class, how many of you continue to
• 9:17
  Speaker 3: use Amazon? And almost everyone raises their hand because it's
• 9:19
  Speaker 3: super convenient company to use. And I'll say, what about
• 9:23
  Speaker 3: five cents, ten cents, fifteen cents, And it's only at
• 9:25
  Speaker 3: around nine to ten cents that people start to say,
• 9:28
  Speaker 3: maybe I won't use Amazon. And so the point being
• 9:31
  Speaker 3: is that companies that believe they have really really strong
• 9:34
  Speaker 3: brands and really captive ecosystems, think like Disney, Netflix, Amazon,
• 9:39
  Speaker 3: are going to start to experiment with stable coins. Genius
• 9:42
  Speaker 3: unlocked stable coins for banks. Genius plus market structure will
• 9:48
  Speaker 3: unlock stable coins for any company that believes it has
• 9:51
  Speaker 3: a strong enough ecosystem to keep individuals on their economic
• 9:56
  Speaker 3: platform via stable point.
• 9:58
  Speaker 1: All right, so I kind of disagree with that in
• 10:00
  Speaker 1: the sense that you know, retail retail consumers would accept
• 10:05
  Speaker 1: a conversion of you know, less the ten percent I get,
• 10:09
  Speaker 1: I understand that absolutely off the table, but five percent
• 10:11
  Speaker 1: even that is still too high. Remember credit card fee
• 10:13
  Speaker 1: merchants pay anywhere between two to three percent.
• 10:17
  Speaker 2: They don't pass that along.
• 10:18
  Speaker 1: To you, but it is something that is a huge
• 10:20
  Speaker 1: issue in the retail sector, and one that is so
• 10:24
  Speaker 1: big that they are fighting tooth and nail from legislation
• 10:27
  Speaker 1: to trying to figure out how to use stable coins,
• 10:29
  Speaker 1: all sorts of things. I think one percent, two percent
• 10:32
  Speaker 1: maybe maxim that would be only because it's convenient to
• 10:36
  Speaker 1: use that as opposed to my bank.
• 10:38
  Speaker 2: But I don't know.
• 10:40
  Speaker 1: I got to see this happen in real world. Starbucks
• 10:43
  Speaker 1: McDonald's one of the big brands using this and getting
• 10:46
  Speaker 1: away with this, because I don't think if they get
• 10:48
  Speaker 1: anywhere near visa card fees that this is going to work.
• 10:52
  Speaker 1: It should be a conversion and the utility function should
• 10:56
  Speaker 1: come on them being able to utilize that asset. That's
• 10:58
  Speaker 1: different going forward. Now you consider that because the thing
• 11:03
  Speaker 1: that makes all this work is going to be clarity.
• 11:05
  Speaker 1: And here, of course you have you know, Queen Clarity
• 11:07
  Speaker 1: right here or non Clarity Center Lumbus and she's saying,
• 11:11
  Speaker 1: too far long, unclear rules have pushed digital assets in
• 11:15
  Speaker 1: companies off shore.
• 11:16
  Speaker 2: Blah blah blah.
• 11:17
  Speaker 1: I'm so sick of these politicians saying this shit. The
• 11:22
  Speaker 1: deal is, let's get it done. They were supposed to
• 11:23
  Speaker 1: be done last year in the middle of the year.
• 11:26
  Speaker 1: I don't know why this got stretched out other than
• 11:28
  Speaker 1: you know, the issue was Trump's token that maybe caused
• 11:31
  Speaker 1: this bipartisan situation to arise.
• 11:34
  Speaker 2: But this is a big issue.
• 11:36
  Speaker 1: That is going to loom heavy on the market, especially
• 11:41
  Speaker 1: the blockchain market and crypto in general. Here, of course,
• 11:43
  Speaker 1: is bessn't saying this. Hey, don't worry, We're just setting
• 11:47
  Speaker 1: the table. The feast will begin now. Okay, fine, let's
• 11:53
  Speaker 1: see it.
• 11:54
  Speaker 2: Let's see it. Let's see this.
• 11:55
  Speaker 1: Happened mister Besant and the Trump administration, I hope. So
• 11:59
  Speaker 1: with everything else, it's coming out right now. In terms
• 12:01
  Speaker 1: of this global I feel like fraud that's been going
• 12:04
  Speaker 1: on within the US system. They're going to have to
• 12:08
  Speaker 1: be doing something pretty significant because this is a problem
• 12:10
  Speaker 1: that is going to not go away, not going to
• 12:14
  Speaker 1: go away. The crystal ball for twenty twenty six is
• 12:17
  Speaker 1: all centered around ethereum and will it finally start going parabolic.
• 12:21
  Speaker 1: A lot of positions right now with stable coins of
• 12:24
  Speaker 1: course on the move eth in comparison, if you look
• 12:27
  Speaker 1: at all the good news with ethereum, there has been
• 12:31
  Speaker 1: so much to really look at a couple of tweets here, Actually,
• 12:34
  Speaker 1: here's the contracts deployed on ETH reached an all time high. Okay,
• 12:38
  Speaker 1: this is exploding right there, and this of course was
• 12:40
  Speaker 1: after the FSAKA. Then you go over to this right here,
• 12:43
  Speaker 1: daily transactions hitting an all time high.
• 12:46
  Speaker 2: This is another big one. I mean, look at that
• 12:48
  Speaker 2: chart right there.
• 12:49
  Speaker 1: Why would you not see the core asset on any
• 12:53
  Speaker 1: other asset out there, stocks, bonds, precious metal, anything that
• 12:59
  Speaker 1: moves like that, and the core asset does not reach
• 13:03
  Speaker 1: an all time high or at least start to show
• 13:05
  Speaker 1: an up trend for the year, because obviously in the
• 13:07
  Speaker 1: last year, ETH has not been on an uptrend all right.
• 13:10
  Speaker 1: When you look at the biggest champion of ethereum, you
• 13:13
  Speaker 1: got Tom Lee right here. He's talking about his vote deadline,
• 13:15
  Speaker 1: which is January fourteenth. I want you guys to remember
• 13:18
  Speaker 1: that date, January fourteenth, twenty twenty six. This is when
• 13:21
  Speaker 1: it happened. Many are asking why they want to increase
• 13:24
  Speaker 1: their authorized shares from fifty basically fifty million up to
• 13:28
  Speaker 1: fifty billion. This is the main proposal. But the thing
• 13:32
  Speaker 1: that I think plays into this is this right here.
• 13:35
  Speaker 1: Is he there's an outline here of three reasons you know,
• 13:39
  Speaker 1: selective ATM capital raises future share splits, et cetera. The
• 13:43
  Speaker 1: one I like is deals around mergers and acquisitions. That
• 13:48
  Speaker 1: could mean that we could see a roll up of
• 13:52
  Speaker 1: these dats, especially on ETH And if you look at
• 13:55
  Speaker 1: this chart right there, Tom could easily roll into being
• 14:01
  Speaker 1: the number one DAT globally, even above micro Strategy, which
• 14:04
  Speaker 1: would be significant for Ethereum in general. So there's a
• 14:08
  Speaker 1: lot brewing around this much bigger issue coming up in
• 14:12
  Speaker 1: the mid January than I think a lot of people
• 14:14
  Speaker 1: realize other things.
• 14:16
  Speaker 2: I want to go to.
• 14:16
  Speaker 1: I want to go to a clip here, because this
• 14:18
  Speaker 1: has been why Melon talking about tokenization is the mega trend?
• 14:22
  Speaker 5: Tickle it well, Kyle, It's a really important trend. It's
• 14:25
  Speaker 5: one of the mega trends. We identified a series of
• 14:28
  Speaker 5: mega trends about a year ago, and we said we
• 14:30
  Speaker 5: want to position our business invest in those capabilities that
• 14:35
  Speaker 5: will allow us to benefit from those mega trends. Because
• 14:37
  Speaker 5: while we want to drive and are driving organic growth,
• 14:40
  Speaker 5: we also want to make sure that we're attaching ourselves
• 14:43
  Speaker 5: to these big market cycles. And Jugital Assets is one
• 14:47
  Speaker 5: of them. Now just launched a partnership with a new
• 14:50
  Speaker 5: unchained money market fund. So we've been investing around the
• 14:53
  Speaker 5: ecosystem for using our traditional assets and then involving our
• 14:57
  Speaker 5: traditional business assets to be a to be on chain
• 15:01
  Speaker 5: as well. Right, this is new technology. The US should
• 15:04
  Speaker 5: be a leader in new technologies.
• 15:06
  Speaker 2: I love this. This is new technology.
• 15:08
  Speaker 1: This is new we have undiscovered discovered new technology going
• 15:13
  Speaker 1: into it.
• 15:14
  Speaker 2: Some of these guys are crackerjacks.
• 15:15
  Speaker 1: I think, uh not to say, you know, maybe that's
• 15:18
  Speaker 1: you know, it's a great analyst, I'm sure, but let's
• 15:20
  Speaker 1: talk about this update right here, and that is Jupiter
• 15:23
  Speaker 1: UNISWAP leading all DeFi platforms.
• 15:26
  Speaker 2: I think this is one of the.
• 15:27
  Speaker 1: Categories that will really excel this year, and it's probably
• 15:31
  Speaker 1: going to come in a way of seeing a new
• 15:34
  Speaker 1: kind of investor shifting over to DeFi, more and more
• 15:38
  Speaker 1: institutional shifting to DeFi.
• 15:40
  Speaker 2: Look at these markets.
• 15:42
  Speaker 1: And plus you're going to see the potential of some
• 15:45
  Speaker 1: of these things around what we will see in the
• 15:47
  Speaker 1: ICO phase. Because remember they're already talking about IPOs on
• 15:51
  Speaker 1: Wall Street of all these crypto firms going a lock,
• 15:54
  Speaker 1: imagine what's going to happen in the DeFi space with
• 15:56
  Speaker 1: icos and especially with UNISWAP now getting down to where
• 15:59
  Speaker 1: there's a little little no fees. This is going to
• 16:01
  Speaker 1: be a big, huge opportunity for sure. Here, of course,
• 16:05
  Speaker 1: is just an example right there, no trading foods right there, uniewap.
• 16:08
  Speaker 1: Now that we've got that mechanism in there, this is
• 16:11
  Speaker 1: going to be the place. Hopefully you guys did your
• 16:15
  Speaker 1: tax lost harvesting over on uniswap because you could have
• 16:19
  Speaker 1: done it for literally no fees. Man, what a great deal,
• 16:23
  Speaker 1: What a great deal.
• 16:24
  Speaker 2: I love it.
• 16:24
  Speaker 1: Hey, let's bring up a little bit of Solana on
• 16:27
  Speaker 1: the ETH news website.
• 16:29
  Speaker 2: Just think is so funny.
• 16:32
  Speaker 1: Silana real world asset market hits eight and seventy three
• 16:35
  Speaker 1: million record high.
• 16:35
  Speaker 2: You look at the chart right here.
• 16:37
  Speaker 1: The growth right there is significant RBA and I think
• 16:40
  Speaker 1: this is just another factor that validates what we've been
• 16:43
  Speaker 1: talking about for a very long time. But it really
• 16:46
  Speaker 1: boils down to who is going to get into escape
• 16:50
  Speaker 1: velocity with the RWA category, and I think that will
• 16:53
  Speaker 1: be the major question. Can Salana catch Eth or does
• 16:57
  Speaker 1: Eth absolutely just eat the world overall? Remember, prediction markets
• 17:02
  Speaker 1: are still on the move. In twenty twenty five, they
• 17:05
  Speaker 1: took off. Look at those daily volumes right there, absolutely unbelievable.
• 17:09
  Speaker 1: And that's just on a variety of kind of unknowns
• 17:13
  Speaker 1: if you think about it, because outside Calshi and polymarket,
• 17:15
  Speaker 1: you've got a pinion, myriad and of course limitless. I
• 17:18
  Speaker 1: think this boils down to maybe two leaders. I think
• 17:21
  Speaker 1: it's going to be Calshi and poly Market, But I
• 17:24
  Speaker 1: do think you're going to see a lot more allocation
• 17:27
  Speaker 1: of people who have not done prediction markets or understood
• 17:30
  Speaker 1: them until now so. And plus, remember you got a
• 17:33
  Speaker 1: big election coming up. Elections are when we got a
• 17:37
  Speaker 1: chance to see poly market in real action last time midterms.
• 17:41
  Speaker 2: Watch for it to explode there.
• 17:43
  Speaker 1: The other thing you got to look at is bitcoin
• 17:45
  Speaker 1: dominance looking ready to dump. Will alts finally pump in
• 17:48
  Speaker 1: twenty twenty six. I am not of the mindset that
• 17:52
  Speaker 1: we will have this massive wave of alt coins getting liquidity.
• 17:57
  Speaker 1: I am more of the mindset it's going to be
• 17:59
  Speaker 1: a short, narrow group. Will all things grow. Maybe there's
• 18:04
  Speaker 1: not enough fatigue in the market of people who have
• 18:07
  Speaker 1: taken big profits in bitcoin or ethereum to be able
• 18:11
  Speaker 1: to move into these other assets, because I'm not sure
• 18:14
  Speaker 1: that we see retail coming in the way that they
• 18:17
  Speaker 1: have in the past, because there's too much noise coming
• 18:20
  Speaker 1: in from Wall Street, which is traditional finance, and how
• 18:23
  Speaker 1: they particularly go about investing in alternatives such as what
• 18:28
  Speaker 1: we're seeing in the crypto market.
• 18:30
  Speaker 2: So watch this.
• 18:30
  Speaker 1: I think you're gonna have some big winners in the
• 18:32
  Speaker 1: all coin sector. But it will be a handful in
• 18:35
  Speaker 1: each of the areas of expertise, whether it's agents, whether
• 18:38
  Speaker 1: we get into RWA's things that we might see in
• 18:41
  Speaker 1: real use and utility tokens. Follow the leads on these
• 18:45
  Speaker 1: because it's gonna be close. We will be covering these
• 18:47
  Speaker 1: pretty heavily this year, so make sure and stick around
• 18:50
  Speaker 1: for all that good stuff. I've got a poll here
• 18:51
  Speaker 1: I'm gonna take live here with you guys. Do you
• 18:54
  Speaker 1: think bitcoin and crypto will finish this year bitcoin and crypto?
• 18:58
  Speaker 1: Because sometimes they try to trick me on these poles,
• 19:01
  Speaker 1: do you think bitcoin and crypto will finish this year
• 19:04
  Speaker 1: with a green yearly candle, I am going to say yes.
• 19:09
  Speaker 1: I'm going to say yes. What do you guys think?
• 19:12
  Speaker 1: Do you think I should go yes or no? I'm
• 19:14
  Speaker 1: gonna go with yes. Let's see what happens. Seventy four
• 19:19
  Speaker 1: percent of you agree. I don't know if that's good
• 19:22
  Speaker 1: or bad.
• 19:22
  Speaker 2: If you agree with me.
• 19:24
  Speaker 1: Sometimes I like being on the other side of that trade.
• 19:26
  Speaker 1: But hey, listen, that's a good thing because I think
• 19:28
  Speaker 1: we are going to see a new kind of market
• 19:31
  Speaker 1: in twenty twenty six.
• 19:32
  Speaker 2: Let's go to the market real quick.
• 19:34
  Speaker 1: You kind of take a look at what's going on
• 19:35
  Speaker 1: with bitcoin holding on right now after we saw that
• 19:38
  Speaker 1: a little bit of the wash sail happening. I'm sure
• 19:41
  Speaker 1: if you think about that little dip right here at
• 19:43
  Speaker 1: the end of February a orr, excuse me, December, that
• 19:46
  Speaker 1: right there was probably some wash sale activity because we're
• 19:49
  Speaker 1: starting to see the lip kick into bitcoin almost hit
• 19:53
  Speaker 1: ninety K. I think it might have touched it there
• 19:55
  Speaker 1: on the day, So pretty nice moves there ethereum, same
• 19:59
  Speaker 1: kind of scenario, a little bit of that dip right there,
• 20:01
  Speaker 1: people taking some profits or and or looking at a
• 20:04
  Speaker 1: wash sale for those who were not in profits but
• 20:06
  Speaker 1: could take those losses against other gains that you had.
• 20:10
  Speaker 2: If you guys didn't catch our.
• 20:12
  Speaker 1: Tax videos over the holiday, go back and watch those,
• 20:15
  Speaker 1: because it wasn't just about you know, getting your tax
• 20:18
  Speaker 1: loss harvest. It was really kind of setting you up
• 20:20
  Speaker 1: for doing the right things for this year coming into
• 20:23
  Speaker 1: twenty twenty six because this may be the big year
• 20:25
  Speaker 1: for you, so planning and being ready for all of
• 20:28
  Speaker 1: that is important. Solana kind of the same way, not
• 20:31
  Speaker 1: quite as much of a move, but definitely on the move.
• 20:35
  Speaker 1: XRP man up like crazy on the day, and again
• 20:39
  Speaker 1: people look like maybe they did the same thing here
• 20:42
  Speaker 1: with XRP because it is really rebounded off that one
• 20:45
  Speaker 1: point eighty now cracking getting ready to over two bucks again,
• 20:48
  Speaker 1: so defending that position pretty.
• 20:50
  Speaker 2: Heavily, all right.
• 20:51
  Speaker 1: So to wrap up there, off the charts there you
• 20:53
  Speaker 1: can kind of see there's two major themes here. You've
• 20:56
  Speaker 1: got of course stable coins AI, I think also the
• 21:00
  Speaker 1: area around the type of investors that will come into it,
• 21:03
  Speaker 1: because there's going to be a new dynamic this year,
• 21:05
  Speaker 1: whether it's institutional, whether it is a next generation investors,
• 21:09
  Speaker 1: all of that is going to be happening. So it's
• 21:11
  Speaker 1: going to be interesting to watch for sure. If you
• 21:20
  Speaker 1: like this video, like and subscribe, drop a comment down below,
• 21:23
  Speaker 1: and also join our free private member group.
• 21:26
  Speaker 2: The link is in the description